Growth Strategies
Developing a growth strategy in this industry is complex and involved. We help our client-owners identify their target market. Our researchers develop a target package of potential candidates within that market using several points of consideration. For example, a client may ask us to identify “all financial advisors above the age of 70 who reside within 20 miles of a certain zip code.” We design and deliver a customized message to the potential candidates. We are organized, thorough and relentless.
Independence
Over the last two decades we have helped hundreds of financial advisors achieve their dream of Business Ownership. The shift towards independence in the financial services industry continues to build momentum each year. Many of our client-owners have shared their thoughts and ideas with the team as these years have gone by. What is the one regret all Business Owners seem to have in common? They regret not moving to independence much sooner! Our team has heard hundreds of versions of that one sentiment.
Succession Planning
As the Baby Boom Generation retires, so do their financial advisors! We believe that retiring financial advisors are entitled to the very best successor available to their client base. Our firm is a resource to advisors approaching the end of their career. We help retiring advisors determine a value for their book of business. We help retiring advisors design/structure the terms and conditions for the sale of their book of business. We help retiring advisors identify highly qualified successors for their book of business.